Institutional Ownership Ishares Barclays (IEF)
This table provides information about the institutional ownership of Ishares Barclays (IEF). We have compiled data on the 1,064 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
18,700
shares
|
$1.75 Million
1.13% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
18,646
shares
|
$1.74 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
18,520
shares
|
$1.73 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
18,487
shares
|
$1.73 Million
1.25% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
18,486
shares
|
$1.73 Million
0.2% of portfolio
|
Q3 2024
Added 626.65%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
18,470
shares
|
$1.73 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
18,378
shares
|
$1.72 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
18,075
shares
|
$1.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 30.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
18,039
shares
|
$1.69 Million
0.42% of portfolio
|
Q2 2023
Added 6.86%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
18,000
shares
|
$1.68 Million
2.37% of portfolio
|
Q1 2023
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
17,716
shares
|
$1.66 Million
0.62% of portfolio
|
Q4 2023
Reduced 43.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,589
shares
|
$1.65 Million
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
17,240
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.15%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
16,576
shares
|
$1.55 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
16,568
shares
|
$1.55 Million
0.75% of portfolio
|
Q4 2024
Added 38.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,506
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
16,460
shares
|
$1.54 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
16,393
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
16,387
shares
|
$1.53 Million
0.15% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
16,367
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
16,118
shares
|
$1.51 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
16,095
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
16,047
shares
|
$1.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 58.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,010
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
15,676
shares
|
$1.47 Million
0.26% of portfolio
|
Q3 2024
New holding
|